- Bank of America (Tallahassee, FL)
- Financial Solutions Advisor - Consumer Investments - NW Florida Market Tallahassee, Florida;Pensacola, Florida; Destin, Florida **Job Description:** At ... are guided by a common purpose to help make financial lives better through the power of every connection....solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making… more
- Deloitte (Tallahassee, FL)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... a passion for client consultation, improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work… more
- Highmark Health (Tallahassee, FL)
- …Ability to understand client needs, identify pain points, and develop tailored solutions that address their specific challenges. + Financial Acumen: ... as a clinical subject matter expert (SME) and trusted advisor . Provide a value proposition that demonstrates clinical and.... Provide a value proposition that demonstrates clinical and financial value of the company's products and services. +… more